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Now, armed with data from the rule’s rollout in Europe, asset managers in the U.S. have a better sense of each analysts’ worth — fairly or not.
December 19 -
Direct lenders, including hedge funds and buyout firms, are prepared to spend billions to lure borrowers away from the $1.2 trillion leveraged loan market.
December 18 -
So much faith has been put on the partial trade deal with China that stocks have nearly recovered since President Trump’s first round of tariffs on imports.
December 17 -
Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.
December 16 -
As asset managers create younger wholesaling teams, they're also adapting models that leverage digitally savvy hybrid roles.
December 12Synthesis Technology -
The fund will track an index that divides the industry into five categories: pharmaceuticals, testing and analytics, cultivators, hemp and ancillary business.
December 11 -
The $1.8 billion deal is expected to close in mid-2020.
December 10 -
Jeff Smith's dismissal was first announced in a memo by CEO Larry Fink and President Rob Kapito, who only said the executive had violated corporate policy.
December 10 -
"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.
December 10 -
“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.
December 6 -
Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.
December 6 -
To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.
December 3 -
The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.
December 2 -
Rather than disclosing their portfolios every day like conventional ETFs, the nontransparent products will reveal their holdings at least once a quarter.
November 15 -
Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.
November 14 -
Financed by their personal savings, the team behind the machine-learning fund have harnessed their engineering acumen to invest in developed markets.
November 13 -
Major repairs are needed to ensure Social Security’s long-term stability, according to an expert.
November 12 -
Data reported by the Investment Company Institute.
November 7 -
The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.
November 7 -
The changes follow the firm’s recent move to cut some client fees on separately managed accounts.
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